Westview Investment Advisors provides personalized investment management and financial planning services for individuals, families, and retirement plans. Westview Investment Advisors operates on a fee-only basis, creating customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Westview Investment Advisors offers standalone financial planning and consulting services covering topics such as retirement, taxes, and estate planning. Clients with at least $1,000,000 under Westview Investment Advisors's management receive financial planning services at no additional cost. Westview Investment Advisors primarily recommends that clients hold their investments at Charles Schwab or Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for amounts over $5,000,000 are negotiable. Rates are based on a percentage of assets under management.